Trust Administrator, Single Family Office – Philadelphia
US SALARY: $80,000 - $120,000 PER: Annum TERM: Permanent
Title: Trust Administrator, Single Family Office - Philadelphia
Salary: $80,000 - $120,000 pa.
A small single-family office located in/around Philadelphia, PA is currently looking for a Trust Administrator for their office. The office a small friendly, but hard-working office. The office would love for someone to join their team that can help with all aspects of Trust Administration. They offer great benefits.
- Assist in formation and administration of various trusts (simple, complex, grantor, GRATs).
- Carefully review trust documents, monitor trust distributions, prepare calculations of fees for advisors and trustees
- Work with outside legal providers in estate planning and administration across all family lines. Track gifts to family members
- Support in various family services (bank account openings/closings, investment monitoring, real estate transactions)
- Assist in family philanthropy
- Develop the formation and administration of various trusts
- Review trust documents, monitor trust distributions, prepare calculations of fees for advisors and trustees
- 5+ years’ experience in financial services or similar
- Ability to organize and complete multiple tasks
- Experience with detail Excel spreadsheet analysis
- Familiarity in administration of estate planning techniques
- Family office experience preferred
- Generous benefits package
- Health insurance
- Excellent 401(k) match
POSTED: 18 Jan 2022 JOB ID: JK24496